See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,145 | $177,572-62.8% | $154,803-57.3% | $142,382-53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.12% | 65.07%-45.9pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,304 | $4,810-31.3% | $4,305-23.3% | $4,299-23.2% |
| Participant deferral / active EE | $6,352 | $6,272+1.3% | $5,540+14.6% | $6,507-2.4% |
| Admin fee / account holder | $2,350 | $16,786-86.0% | $14,329-83.6% | $12,624-81.4% |